401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
425
Participants Below avg headcount
55th
Percentile by assets National rank
$22,971
Avg per participant Low balance/head
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Official DOL plan name: Planmember Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$10M in assets, 425 participants

Newport Group, Inc.'s Planmember Pooled Employer Plan reported $10M in total assets and 425 participants in its 2024 DOL Form 5500 filing, ranking in the 55th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,791 in Professional & Technical Services (20,173 peers)

Newport Group, Inc. multi-year trail

Newport Group, Inc.'s plans moved +223.3% in assets from 2022 to 2024; this filing shows Planmember Pooled Employer Plan at $10M / 425 participants.

#10,791
in Professional & Technical Services (20,173 peers)
+59.5%
assets growth YoY

Planmember Pooled Employer Plan's mid-pack asset rank among Professional & Technical Services and all filers

Planmember Pooled Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,762,825 Top 45% higher than 55% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Planmember Pooled Employer Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planmember Pooled Employer Plan sits mid-pack in the medium band (425 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planmember Pooled Employer Plan end-of-year assets rose from $6M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Planmember Pooled Employer Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Planmember Pooled Employer Plan reported participants rose from 324 in the plan year 2023 filing to 425 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 272037969 · Newport Group, Inc. PY 2024 · 401(k)

Planmember Pooled Employer Plan · $10M · 425 · 55th

  • NET $10M
  • BOOK 425
  • VS-ST 55th
  • BOY 401(k)
  • SCH near Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan
  • EBSA ind #10791

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Planmember Pooled Employer Plan in the asset neighbourhood

Planmember Pooled Employer PlanPlanmember Pooled Employer P…$10MTibbetts Lumber Co LLC 401(k) Plan 401(k) PlanTibbetts Lumber Co LLC 401(k…$10MTrans-Overseas Corporation Employee Stock Ownership PlanTrans-Overseas Corporation E…$10MMidstate Bancorp, Inc. 401(k) PlanMidstate Bancorp, Inc. 401(k…$10MFamily Dental Health Retirement Savings PlanFamily Dental Health Retirem…$10M
End-of-year total assets ($M) among Planmember Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Newport Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Newport Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.9B 223.3356432771119% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B$2B$2.5B 202220232024 $0.58B $1.88B ▲ +224.1%
Year Plans Participants Total Assets
2022 19 17,298 $581M
2023 30 45,238 $1.2B
2024 32 58,553 $1.9B

Newport Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN272037969
Plan Effective Date2021-04-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Planmember Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Planmember Pooled Employer Plan, Total assets ($B): 0.009762825 · Participants: 425Planmember Pooled Employer PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Planmember Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Planmember Pooled Employer Plan side-by-side with 3 peers →

Planmember Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan in FL ($10M); by covered participants it is Msa Professional Services, Inc. Savings Plan in WI (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Planmember Pooled Employer Plan assets move in 2024? ▼
Planmember Pooled Employer Plan surged - up 59.5% during 2024, from $6M to $10M. Reported net income was $3M.
How have Newport Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newport Group, Inc.'s sponsor-wide assets grew 223.3%, from $581M to $1.9B.
Which 401(k) plans are similar in size to Planmember Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tibbetts Lumber Co LLC 401(k) Plan 401(k) Plan in FL ($10M, 412 participants).
Which 401(k) plans cover a similar participant headcount to Planmember Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Msa Professional Services, Inc. Savings Plan in WI (425 participants, $91M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272037969.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.